TMG: Dynamics SL Support and Business Central Transition Guidance

SL Capabilities

Accounting

Offering robust accounting capabilities, including general ledger, payables, and receivables, Microsoft Dynamics SL supports multi-currency transactions, multicompany, budgeting, financial reporting and fixed asset management. With many add-ons available for specific industry requirements, TMG has implemented SL for a wide range of businesses.

Distribution

Offering comprehensive supply chain capabilities including inventory, sales order processing, and purchasing process management, Microsoft Dynamics SL supports sales orders, demand forecasting, lot/serial tracking and advanced projects. This enables companies to streamline their operations and improve efficiency across production cycles.

Projects

Allowing organizations to track project costs, revenue, and budgets, Microsoft Dynamics SL’s Project Accounting provides insights into profitability and performance, enabling better decision-making and cost control. With features like billing, time and expense management, process manager and budgeting, SL helps users manage projects efficiently from start to finish.

From Legacy to Leading

Discover the key reasons, timing, and steps for transitioning from Dynamics SL to a modern Dynamics 365 solution, maximizing business efficiency and capabilities.

Read the details

"I cannot imagine working with any other partner! Your team has been absolutely fabulous to work with and I could not have asked for more."

IT Manager at a Family Office

"We sometimes feel like we are your ONLY client, based on how responsive and caring you are. We know exactly who to call and you're always there for us! We give you a 10+."

Controller at a Hospitality Company

“When you’ve been with the product for a really long time, you experience other partners. I appreciate the expertise that TMG has because it’s different and far better and we appreciate you! When you need the advanced help, it’s really great to have someone that really knows what they’re doing!”

CFO at a Service Firm

"I cannot imagine working with any other partner! Your team has been absolutely fabulous to work with and I could not have asked for more."

IT Manager at a Family Office

SL Solutions

Accounting

Accounting software includes a range of functionality designed to streamline financial management and business operations. These solutions provide tools for managing core financial functions like general ledger, receivables, payables, and banking, along with advanced reporting, business intelligence, and multi-currency capabilities. They also integrate with sales order management, purchasing, inventory, manufacturing, and project tracking, offering a comprehensive ERP suite to support decision-making and ensure financial visibility across the organization.

Accounting for CMH

Accounting software for community mental health organizations integrates essential financial management functions with industry-specific needs. These solutions streamline core tasks such as general ledger, accounts payable, and receivables, while also supporting project tracking and compliance. With systems like Microsoft Dynamics 365 Business Central, organizations can track grants, programs, and contracts, enabling effective management of both financial and operational aspects. This enhances decision-making and helps ensure compliance with healthcare regulations.

Accounting for Family Offices

Accounting software for family offices integrates essential financial tools with specific features tailored to manage the complex business needs. This solution leverages Microsoft Dynamics 365 Business Central, streamlines core accounting functions like general ledger, accounts payable, and receivables, while offering advanced capabilities for managing investments, real estate, and other assets. They also provide multi-entity support, tracking financial performance across multiple companies or portfolios, and include reporting tools like Microsoft Power BI to offer real-time insights. Additionally, these solutions ensure that family offices can securely access and manage data remotely, while adhering to complex privacy and compliance needs.

Advanced Projects

Project-based businesses require a professional services automation that goes beyond what is included out of the box with Microsoft Dynamics 365 Business Central. Advanced projects, PSA solutions offer a comprehensive suite of tools for managing projects, finances, and resources, making it ideal for industries such as consulting, architecture, engineering, technology services, and software development. Key features include advanced project accounting, time and expense tracking, resource management, and billing flexibility, allowing businesses to handle diverse billing methods like milestone-based or time-and-materials. Additionally, it supports multi-company management, integrates seamlessly with Microsoft’s ecosystem (including Power BI for reporting), and provides real-time insights for better decision-making.

Advanced Reporting

Designed to optimize decision-making and operational efficiency, these advanced reporting tools enhance business intelligence and financial management. They offer robust capabilities for financial reporting, consolidations, and planning, enabling businesses to streamline their financial processes, automate multi-company consolidations, and produce custom reports. Tailored for organizations with complex financial needs, these solutions allow users to visualize data through customizable dashboards and reports. With features like data warehousing, they connect to multiple data sources, providing real-time insights and seamless integration with productivity tools, making them user-friendly even for those without extensive technical expertise.

Advanced Reporting for Family Offices

Designed to meet the needs of investment management firms, family offices, and structured finance businesses, advanced analytics provide real-time insights through powerful data aggregation and performance attribution tools, allowing users to visualize risks and simulate "what-if" scenarios to predict market changes. It also includes robust ESG monitoring for sustainability tracking. Built on Microsoft Dynamics 365 Business Central, it integrates functions such as portfolio management, accounting, cash flow, and risk analysis into a unified platform.

AP Automation & Approvals

Cutting-edge solutions designed to streamline and automate the procure-to-pay processes, AP automation applications include automated purchase order (PO) approval, invoice matching, payment processing, budgeting, and expense management. By leveraging intelligent technologies such as Optical Character Recognition (OCR) and AI-driven features, they automate tasks like invoice matching, approval routing, and data entry, significantly reducing errors and manual intervention. These advanced tools improve efficiency and accuracy by minimizing manual tasks, enhancing control over financial processes, and ensuring better compliance with organizational policies.

Centralized Banking Management

This TMG-developed solution integrates banking and accounts payable within Microsoft Dynamics 365 Business Central to enhance efficiency for family offices and holding companies. A customized dashboard automates reporting across 100+ bank accounts and streamlines sending positive pay files. With Microsoft Power Automate, the payables process is optimized for family members and stakeholders, featuring a tailored approval workflow. A "purchase invoice inbox" simplifies multi-entity invoice processing, while automated invoice matching, payment approvals, and cash flow management improve accuracy and reduce manual effort.

Consolidations

Streamlining financial consolidation across multiple entities, consolidation applications enable businesses to efficiently aggregate financial data while ensuring compliance with accounting standards. This feature eliminates manual tasks by providing automated consolidations with support for multi-currency transactions, intercompany eliminations, and various reporting structures that accommodate complex corporate hierarchies. With real-time data and a user-friendly interface, consolidation applications offer instant access to consolidated financial statements, ensuring both accuracy and transparency in the reporting process. They are designed to simplify financial consolidations, enhance reporting accuracy, and deliver actionable insights across the organization.

CoPilot & AI

Microsoft Dynamics 365 Business Central's Copilot is an AI-driven assistant designed to enhance productivity by streamlining routine tasks and offering intelligent insights within the business management platform. It integrates advanced AI capabilities to assist users in automating workflows, drafting contextual responses, and generating data-driven summaries and reports. With natural language processing, Copilot enables users to interact more intuitively with their business data, allowing for faster decision-making and improved efficiency. This AI tool is fully embedded within the Dynamics 365 ecosystem, ensuring seamless access to business insights and task automation, all aimed at reducing manual efforts and enhancing overall business processes.

Counter Sales

Designed to provide a simple, efficient point-of-sale solution for businesses, counter sales applications are ideal for companies that handle both walk-in and account-based customers. These tools enable users to process over-the-counter sales quickly without requiring a complex retail management system or specialized cash registers. With the app, businesses can manage cash, credit, or account transactions, create sales orders or invoices on the fly, and seamlessly integrate with inventory systems. Key features include real-time inventory tracking, customer order history, and flexible payment options, making them a highly practical solution for a variety of sales environments.

Warehouse Management

Comprehensive warehouse management systems (WMS) provide businesses with real-time inventory visibility and control. These applications offer mobile device functionality for warehouse operations, enabling users to perform tasks such as barcode scanning, inventory counts, picking, receiving, and put-aways directly from a handheld device. They support efficient warehouse processes, reduces manual data entry, and minimizes errors while ensuring up-to-date inventory information across locations. The solution is designed to streamline operations and improve accuracy for warehouses of all sizes.

Demand Planning

Inventory optimization and demand planning software solutions help businesses efficiently manage stock levels, reduce excess inventory, and prevent stockouts. They provide real-time insights into inventory performance, demand forecasting, and supply planning. These tools enable businesses to streamline replenishment processes by offering actionable recommendations to balance inventory levels. Such solutions are ideal for companies aiming to optimize working capital, improve cash flow, and enhance overall supply chain efficiency by making more informed inventory decisions.

Document Management

Comprehensive document management solutions are designed to help businesses capture, store, and manage documents digitally, streamlining workflows across departments. By integrating with ERP systems, they allow users to easily access documents, automate approval workflows, and improve visibility into business processes. Key features typically include document capture, secure storage, and advanced search capabilities, enabling businesses to reduce paper usage, improve efficiency, and ensure compliance with document management policies. These solutions are ideal for organizations looking to enhance control and accessibility over their document-driven processes.

eCommerce

Designed for today’s creative professionals, modern eCommerce applications allow users to build custom websites, portfolios, and multimedia showcases without requiring extensive technical skills. They feature intuitive drag-and-drop editors, seamless integration with popular social media platforms, ERP software interoperability, and robust hosting solutions, making it easy to share and present online sales content across various channels. These tools are ideal for individuals and businesses looking to maintain a professional and dynamic online presence with minimal technical expertise.

EDI

Streamlining supply chain operations by automating the exchange of order and shipment data between trading partners, EDI applications reduce manual data entry and errors. With seamless integration into your ERP solution, businesses can manage orders, inventory, and fulfillment processes more efficiently. This communication platforms support electronic data interchange (EDI) and offer real-time visibility into transactions, enhancing operational efficiency and improving customer satisfaction. This solution is ideal for companies looking to optimize their supply chain and fulfillment workflows, ensuring smooth and error-free communication across trading partners.

Fund Accounting

Built for nonprofits and government entities, fund accounting solutions offer the specialized financial management functionality required by these sectors. Automated fund balancing helps ensure compliance with FASB and GASB standards, while providing real-time financial visibility. Seamlessly integrated with base accounting systems, these solutions enhance financial transparency and operational efficiency, making them ideal for organizations with complex accounting needs. By streamlining processes and ensuring regulatory compliance, fund accounting solutions help organizations manage their finances with greater accuracy and control.

Wealth & Investment Management

Integrating portfolio management, accounting, and reporting streamlines family office and wealth management organizations financial operations. Investment and wealth management applications offer real-time data aggregation, supports various asset classes, and automates workflows to enhance efficiency. With its ability to manage complex investments and regulatory compliance, these applications provide a robust platform for optimizing wealth management processes.

Job Costing

Job costing applications are designed to streamline job and project management for businesses. They provide tools for cost control, job planning, and financial tracking, making it easier to manage project budgets, labor, materials, and expenses. With real-time insights, these solutions help businesses improve efficiency and profitability across job-based workflows, ensuring accurate tracking of project resources and better decision-making throughout the project lifecycle. These features enable organizations to enhance productivity while maintaining control over costs.

Medical Billing PCE Integration

The TM Group's Business Central to PCE Billing Integration services are designed to enhance operational efficiency and compliance. This service integrates Microsoft Dynamics 365 Business Central with PCE, streamlining financial and client management processes. It improves reporting accuracy, budget tracking, and service delivery while ensuring compliance with regulatory standards. Tailored specifically for CMH organizations, the solution facilitates smooth data flow and optimized financial operations, supporting better overall management and performance.

Multi-entity Management

Multi-entity management applications simplify the financial management of multiple legal entities within a single ERP system. They enable users to manage transactions, consolidate reporting, and streamline processes across various companies, divisions, or locations, all from one centralized platform. These solutions help businesses reduce data silos, automate intercompany transactions, and enhance financial visibility and compliance. This makes them ideal for organizations managing complex multi-entity structures, allowing for improved operational efficiency and more accurate financial oversight.

Payroll

Payroll applications are designed to streamline payroll management and ensure compliance with tax regulations. These solutions automate payroll processing, handle direct deposits, manage tax filings, and integrate with HR systems to support benefits administration. They help businesses of all sizes simplify payroll tasks, reduce errors, and improve efficiency while maintaining full control over payroll operations. With real-time insights and customizable features, they are ideal for businesses seeking reliable, compliant payroll solutions that optimize operational workflows.

Production Scheduling

Graphical scheduler applications are designed to help businesses manage production schedules, optimize resource allocation, and improve workflow efficiency using an interactive, drag-and-drop interface. These tools offer real-time updates and visibility into production orders, capacity, and workloads, allowing organizations to enhance their planning processes and make informed decisions. By simplifying complex scheduling tasks, graphical schedulers reduce downtime and ensure that resources are utilized effectively, helping businesses meet production deadlines and increase overall operational efficiency.

Purchasing & Payables

Purchasing and payables functionality allows businesses to efficiently manage purchasing processes, vendor transactions, and payments. It streamlines tasks such as purchase order creation, invoice management, and payment scheduling. Users can track vendor balances, handle multiple currencies, and automate approvals, providing better control over cash flow and vendor relationships. This solution integrates with other ERP modules, enabling seamless management of financial data and operations.

Quality Assurance

Quality management applications allow businesses to manage and track quality control processes within their ERP system. They provide tools to create inspection plans, set up testing criteria, and capture quality results for items throughout the production process. They helps ensure that products meet required standards by automating inspection workflows and integrating seamlessly with inventory and manufacturing systems. By improving quality oversight, it helps reduce defects, ensure compliance, and enhance overall production efficiency.

Requisitions & Expenses

Designed to streamline time tracking and expense management, these applications allow users to capture billable hours and expenses easily, with integrated workflows for submission and approval. The solution ensures accurate financial tracking, automates reimbursement processes, and integrates seamlessly with accounting, project, and job modules for efficient billing. These features enhance both business and project profitability while improving overall resource management.

Sales Tax

Sales tax automation solutions simplify tax calculations and ensure compliance by integrating directly with ERP, eCommerce, and billing systems. They provide real-time tax calculations based on accurate jurisdictional rates across regions. These solutions handle multi-state tax rates, exemptions, and automatic filing, reducing errors and saving time. They also support complex tax scenarios, such as product-specific tax rules and shipping tax calculations, making them suitable for businesses of all sizes looking to improve efficiency and accuracy in tax management.

Sales, Invoicing, and Receivables

Sales, invoicing, and receivables management allow businesses to efficiently manage the entire sales cycle, from generating quotes and orders to automating invoicing and tracking payments. These systems help streamline the management of customer accounts, monitor outstanding balances, and automate payment processing. With tools for handling multiple currencies, setting credit limits, and managing payment terms, these modules improve operational efficiency, cash flow visibility, and customer relationship management, ensuring accurate financial tracking and better control over receivables.

Shipping

Shipping solutions integrate directly with ERP systems to streamline shipping processes. They support multiple carriers, automate rate comparisons, and provide real-time tracking for shipments. Key features include label printing, shipping cost calculations, and carrier service comparisons, which help reduce manual data entry and shipping errors. By automating logistics workflows, these tools enhance overall efficiency and accuracy in managing outbound shipments, allowing businesses to optimize their shipping operations while reducing costs and errors.

Time & Labor

Time and labor applications simplifies workforce management by offering tools for tracking employee hours, managing attendance, and handling scheduling. They integrate seamlessly with payroll systems, ensuring accurate and compliant wage calculations. They also provides real-time visibility into labor costs, supports mobile access, and helps businesses reduce errors in timekeeping. With customizable features and intuitive interfaces, they enables businesses to streamline time and attendance processes while improving overall labor management efficiency.

Inventory Management

The inventory module helps businesses manage stock levels, track items, and streamline warehouse operations. It supports real-time inventory tracking, including item availability, location management, and reordering processes. With features like item categorization, assembly management, and forecasting, businesses can optimize stock levels and reduce overstock or shortages. The system integrates with sales, purchasing, and production, allowing for better decision-making and inventory control across multiple locations.

Credit Card Processing

Integrated credit card processing applications offer comprehensive payment processing solutions tailored to streamline sales order management and payment collection. These solutions enable businesses to manage credit card transactions and ACH payments while integrating seamlessly with ERP systems. With a focus on security, compliance, and efficiency, these tools help businesses optimize payment operations, reduce costs, and protect data through PCI-compliant services, ensuring secure and efficient payment processing.

Email Marketing

Comprehensive email marketing solutions allows businesses to create, send, and track professional email campaigns directly within their CRM platform. With a variety of tools like drag-and-drop editors, automation workflows, and detailed analytics, they helps users engage with customers, nurture leads, and measure the success of their email campaigns.

Field Service

Comprehensive field service solutions enable businesses to deliver proactive, predictive, and connected services. They help manage work orders, optimize resource allocation, and provide real-time updates to field technicians. With features like scheduling automation, asset management, and remote monitoring, these solutions improve operational efficiency and enhance customer satisfaction. Integration with IoT and AI-driven insights allows businesses to anticipate service needs, resolve issues faster, and ensure service excellence, providing a more responsive and efficient approach to field service management.

Integration Automation

Integration tools simplify the process of connecting data across various platforms, allowing users to build, schedule, and automate integrations without requiring extensive coding. These tools support real-time data syncing, flexible mapping options, and are compatible with both cloud and on-premise systems. By automating data transfers between different business systems, they help streamline operations, reduce manual work, and improve data accuracy, enabling businesses to operate more efficiently.

Sales & Opportunity Management

Sales management solutions help businesses build stronger customer relationships and drive revenue growth by providing tools to manage leads, automate sales processes, and track customer interactions. They offer AI-driven insights to improve decision-making, along with features for collaboration and communication. Seamlessly integrating with other productivity tools, it enhances team efficiency and helps close deals faster, all while providing a comprehensive view of the sales pipeline for better customer engagement.

Power Platform

Microsoft's Power Platform is a suite of low-code tools designed to empower users to build custom apps, automate workflows, analyze data, and create virtual agents without extensive coding knowledge. It includes Power BI for data analytics, Power Apps for app development, Power Automate for workflow automation, and Power Virtual Agents for creating chatbots. The platform integrates seamlessly with Microsoft 365, Dynamics 365, and various other applications, enabling businesses to streamline operations, enhance productivity, and make data-driven decisions.

Product Configurator

Product configurator applications allow businesses to create custom product configurations within their ERP system, simplifying the sales process for complex products. They enable users to define rules and dependencies, ensuring that only valid combinations are selected during the configuration process. This tool helps automate and streamline quoting, manufacturing, and ordering processes while reducing errors. With real-time cost and pricing updates, product configurators enhance the efficiency and accuracy of managing customized product offerings.

System Health Monitoring

The Business Central SaaS Insights app by The TM Group provides businesses using Microsoft Dynamics 365 Business Central with real-time analytics and reporting tools. It delivers customizable Power BI dashboards to track financial data, sales performance, and operational metrics. By integrating seamlessly with Business Central, it enables users to gain deep insights into their organization's performance and make data-driven decisions to improve efficiency and growth.

System Health Monitoring

Sales and Service SaaS Insights app by The TM Group offers advanced analytics and reporting for organizations using Microsoft Dynamics 365 Customer Engagement (CE). It provides customizable Power BI dashboards that deliver real-time insights into sales performance, customer relationships, and other key metrics. The app integrates seamlessly with CE, helping businesses make informed decisions by visualizing data trends and identifying areas for improvement. It is an ideal solution for companies looking to enhance their customer engagement strategies through data-driven insights.

Workflow Management

Power Automate is a cloud-based service from Microsoft that enables users to automate workflows across applications and services. With its no-code and low-code tools, users can create automated workflows to handle repetitive tasks, such as data entry, approvals, notifications, and more. Power Automate integrates seamlessly with Microsoft 365, Dynamics 365, and many third-party services, allowing businesses to boost productivity, streamline processes, and reduce manual effort. It supports advanced features like AI and robotic process automation (RPA) for more complex workflows.

CRM - Sales & Service

The Microsoft Dynamics 365 Sales and Service solutions offer CRM tools to enhance customer engagement, sales, and service processes. The TM Group provides tailored implementations to improve relationship management, streamline operations, and boost productivity for businesses of all sizes.

Customer Service

Customer service applications help businesses deliver exceptional support by managing interactions across channels like email, phone, chat, and social media. It offers tools for case management, integrates a knowledge base for quick issue resolution, and provides real-time dashboards to track performance. With AI-driven insights and automation, it boosts efficiency and enables personalized service, fostering stronger customer relationships and improved satisfaction.

Contact Management

Providing robust contact management capabilities, CRM allows organizations to store and organize customer contact and activity information in one centralized location. It tracks interactions, records key details, and offers insights to help teams build stronger relationships. With features like activity tracking, segmentation, and communication history, it ensures every customer interaction is informed and personalized, improving overall engagement and efficiency.